A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 51,830 shares of AAPL stock, worth $13.2 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares
51,830
Previous 52,194 0.7%
Holding current value
$13.2 Million
Previous $11 Million 9.81%
% of portfolio
6.5%
Previous 6.23%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$207.23 - $234.82 $75,431 - $85,474
-364 Reduced 0.7%
51,830 $12.1 Million
Q2 2024

Aug 12, 2024

SELL
$165.0 - $216.67 $108,900 - $143,002
-660 Reduced 1.25%
52,194 $11 Million
Q1 2024

May 10, 2024

SELL
$169.0 - $195.18 $133,679 - $154,387
-791 Reduced 1.47%
52,854 $9.06 Million
Q4 2023

Feb 09, 2024

BUY
$166.89 - $198.11 $56,909 - $67,555
341 Added 0.64%
53,645 $10.3 Million
Q3 2023

Nov 09, 2023

SELL
$170.43 - $196.45 $623,944 - $719,203
-3,661 Reduced 6.43%
53,304 $9.13 Million
Q2 2023

Aug 10, 2023

SELL
$160.1 - $193.97 $32,500 - $39,375
-203 Reduced 0.36%
56,965 $11 Million
Q1 2023

May 11, 2023

BUY
$125.02 - $164.9 $16,377 - $21,601
131 Added 0.23%
57,168 $9.43 Million
Q4 2022

Feb 14, 2023

SELL
$126.04 - $155.74 $11,847 - $14,639
-94 Reduced 0.16%
57,037 $7.41 Million
Q3 2022

Nov 08, 2022

SELL
$138.2 - $174.55 $22,941 - $28,975
-166 Reduced 0.29%
57,131 $7.9 Million
Q2 2022

Aug 11, 2022

SELL
$130.06 - $178.44 $32,124 - $44,074
-247 Reduced 0.43%
57,297 $7.83 Million
Q1 2022

May 12, 2022

BUY
$150.62 - $182.01 $66,875 - $80,812
444 Added 0.78%
57,544 $10 Million
Q4 2021

Feb 11, 2022

BUY
$139.14 - $180.33 $25,184 - $32,639
181 Added 0.32%
57,100 $10.1 Million
Q3 2021

Nov 10, 2021

SELL
$137.27 - $156.69 $308,308 - $351,925
-2,246 Reduced 3.8%
56,919 $8.05 Million
Q2 2021

Aug 12, 2021

BUY
$122.77 - $136.96 $491 - $547
4 Added 0.01%
59,165 $8.1 Million
Q1 2021

May 11, 2021

SELL
$116.36 - $143.16 $15,824 - $19,469
-136 Reduced 0.23%
59,161 $7.23 Million
Q4 2020

Feb 11, 2021

BUY
$108.77 - $136.69 $215,908 - $271,329
1,985 Added 3.46%
59,297 $7.87 Million
Q3 2020

Nov 12, 2020

BUY
$91.03 - $134.18 $3.99 Million - $5.88 Million
43,789 Added 323.81%
57,312 $6.64 Million
Q2 2020

Aug 10, 2020

SELL
$60.23 - $91.63 $34,210 - $52,045
-568 Reduced 4.03%
13,523 $4.93 Million
Q1 2020

May 07, 2020

BUY
$56.09 - $81.8 $90,809 - $132,434
1,619 Added 12.98%
14,091 $3.58 Million
Q4 2019

Feb 10, 2020

BUY
$54.74 - $73.41 $33,719 - $45,220
616 Added 5.2%
12,472 $3.66 Million
Q2 2019

Aug 12, 2019

SELL
$43.33 - $52.94 $12,912 - $15,776
-298 Reduced 2.45%
11,856 $2.35 Million
Q1 2019

May 10, 2019

SELL
$35.55 - $48.77 $23,036 - $31,602
-648 Reduced 5.06%
12,154 $2.31 Million
Q4 2018

Feb 11, 2019

SELL
$36.71 - $58.02 $54,991 - $86,913
-1,498 Reduced 10.48%
12,802 $2.02 Million
Q3 2018

Nov 13, 2018

SELL
$45.98 - $57.09 $2,253 - $2,797
-49 Reduced 0.34%
14,300 $3.23 Million
Q2 2018

Aug 09, 2018

BUY
$40.58 - $48.49 $22,400 - $26,766
552 Added 4.0%
14,349 $2.66 Million
Q1 2018

May 08, 2018

BUY
$38.79 - $45.43 $19,472 - $22,805
502 Added 3.78%
13,797 $2.32 Million
Q4 2017

Feb 09, 2018

SELL
$38.37 - $44.1 $11,434 - $13,141
-298 Reduced 2.19%
13,295 $2.25 Million
Q3 2017

Nov 09, 2017

BUY
$37.18 - $41.01 $505,387 - $557,448
13,593
13,593 $2.1 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.09T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.